Scott Fraungruber is a financial advisor at Principal Financial Services with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 1992. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Kreger is a CFP®-certified financial advisor with 19 years of industry experience, currently with Lincoln Investment since 2026. His prior experience includes roles at Agia and VALIC Financial Advisors, where he worked for four and twelve years respectively. Outside of his advisory work, he is involved as an insurance agent with Agia, focusing on non-securities insurance products. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management supported by an in-house Investment Management & Research team, with an emphasis on advisor-led relationships and a variety of platform options.

Sean Rogers is a CFP® professional with 17 years of experience in the financial industry. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having joined in 2023. His prior experience includes roles at Rogers Wealth Management Services LLC, Dynamic Wealth Advisors, and Guardian Life. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining third-party portfolio managers and customizable strategies.

Stephanie Cerrito is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior work includes roles at J.P. Morgan Securities LLC and PNC Bank. Cerrito also has experience outside finance, having worked in the restaurant and martial arts industries. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering financial plans and managed account solutions within plan lineups chosen by plan sponsors.

Jacob Mysliwiec is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His career includes roles at Fifth Third Securities since 2019, Fifth Third Bank since 2018, and Flagstar Bank from 2017 to 2018. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services. The firm offers a variety of managed account programs via the Passageway platform, combining third-party portfolio managers and advisor-directed investment options.

Roberta Hacker is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Elisabeth Mousel Insurance Agency from 2012 to 2019. She is based in Grand Rapids, MI. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Matthew Brown is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2016 and has been affiliated with Investment Services Group since 1997. Brown is also involved in life and fixed annuities through non-variable insurance activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting, among other services. The firm employs a fiduciary-based advisory model and utilizes a range of investment strategies, technology platforms, and third-party managers.

Axel Contreras Luevano is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at Fifth Third Bank and managed Flos Sports Bar for six years. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs and portfolio management options via the Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Christopher Bouma is a financial advisor at Fifth Third Securities, Inc. in Grand Rapids, MI, with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fifth Third Securities since 2007, following earlier roles at IFMG Securities, Inc. and LaSalle Financial Services, Inc. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types and access to third-party portfolio managers via its Passageway Managed Account Program, supporting various investment strategies such as mutual funds, ETFs, SMAs, and direct indexing.

Sarah Maxim is a financial advisor at Fifth Third Securities, Inc. with 21 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley for 13 years. Outside of finance, she works part-time as a cashier at Ric's Food Center. Fifth Third Securities, Inc. serves a broad range of clients, including individuals, high-net-worth investors, institutions, and trusts, through both advisory and brokerage services. The firm offers various investment programs via its Passageway Managed Account Platform, combining third-party portfolio managers and advisor-directed strategies.

Michael Brown is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016 and is also affiliated with Investment Services Group. Brown offers life and fixed annuities as part of his broader advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account programs. The firm employs a fiduciary-based advisory model that incorporates multiple investment strategies and utilizes technology platforms to implement client solutions through both proprietary and third-party managers.

Aimee Ohlman is a financial advisor at Edward Jones in Rockford, MI, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones for her entire advisory career, starting in 2016. Outside of her advisory role, she is the owner of Ohlrie Brands, a new business focused on selling products on Amazon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Robert Maloof is a CFP® professional affiliated with Edward Jones in Grand Rapids, MI, with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of financial advisors and branch offices. The firm operates under a fiduciary standard and provides various affiliated financial services including mutual funds, a trust company, and securities-based lending.

Ryan Toro is a financial advisor with LPL Financial, holding the Series 66 designation and three years of industry experience. His prior roles include positions at Morgan Stanley and Comerica Bank. Outside of finance, he has experience running a party rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology and a large network of advisors.

Emily Gunnels is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2014, with prior experience at The Counting House, LLC. She is based in Grand Rapids, MI. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Christopher Carlson is a CFP®-certified financial advisor with Edward Jones, based in Rockford, MI. He has 27 years of industry experience, all with Edward D. Jones & Co., L.P., where he has worked since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Benjamin La Duke is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. Prior to joining Cambridge in 2021, he worked at BDO USA LLP for eight years. He is also an independent insurance agent and operates Parker Financial Group as an Investment Advisor Representative. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent Financial Professionals, utilizing various portfolio management and model-based strategies tailored to client objectives.

Eva Trudell is a financial advisor at Edward Jones in Rockford, MI, holding Series 66 and Series 63 licenses with 10 years of industry experience. She has been with Edward Jones since 2016, with a brief gap in 2017. Outside of advising, she engages in sales activities on eBay. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individuals and institutions, with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branch offices.

Ryan Hill is a financial advisor with Ameriprise in Rockford, MI, holding Series 63 and Series 65 licenses and having 12 years of industry experience. Prior to joining Ameriprise in 2026, he spent 10 years at Huntington Investment Company and one year at VOYA Financial Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Dana Belliel is a financial advisor with Edward Jones in Comstock Park, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she owns DLQ Properties LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and operates a large network of financial advisors and branch offices across the United States.